Unit of competency Outline

Date retreived
23/07/2026 5:15 AM AWST

Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.

Control records

Control records

Unit of competency
National Code
BSBRKG301
State Code
AUK99
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
25/03/2015
View on TGA
State Implementation and Classification
Approved Date
15/09/2015
Field of Education
080901 - Secretarial And Clerical Studies
Original Release Date
15/09/2015
Nominal Hours
50
Description
This unit describes the skills and knowledge required to classify, register, and track records and information about records within a business or records system.It applies to individuals who follow guidelines and processes to make judgements on record status and classification. They work under supervision or in consultation with more senior staff to support effective recordkeeping and governance practices across the organisation.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Identify records for capture
  • 1.1 Categorise incoming material and identify records, metadata and formats for capture
  • 1.2 Assess incoming material against organisational checklist for determining what material needs to be captured
  • 1.3 Administer material which does not need to be registered
  • 1.4 Locate, remove or copy record, when action is complete, from the active business or records system
2. Classify records
  • 2.1 Match identified transaction, action or activity documented by records to organisation’s classification scheme
  • 2.2 Select full classification and sentencing of records in accordance with the system’s rules and organisational procedures
  • 2.3 Link classified or sentenced records to other records in business or records system
  • 2.4 Select indexing points (cross-reference terms) for records in accordance with system’s rules and organisational procedures
3. Register records
  • 3.1 Select and record unique identifiers for records in accordance with business or records system rules and procedures
  • 3.2 Register records into business or records system
  • 3.3 Document and forward records to appropriate locations or officers, observing any special handling requirements of the record format
4. Track records
  • 4.1 Determine unique identifiers of records from requests or instructions
  • 4.2 Obtain storage location, history and information of records from business or records system
  • 4.3 Update and amend information about records
  • 4.4 Complete all transactions within designated timeframes
  • 4.5 Complete and obtain appropriate documentation or reports
5. Audit records
  • 5.1 Locate records with action officer and in storage areas, in accordance with supervisor’s instructions
  • 5.2 Audit records against predetermined criteria in accordance with organisational procedures and quality program
  • 5.3 Document and report any discrepancies
No information
No information
Replaces
State Code National Code Title Type
D0976 BSBRKG301B Control records Unit of competency
Replaced By
State Code National Code Title Type
OCE47 BSBINS308 Control records Unit of competency